Carson Wealth (CWM LLC)’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Buy |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $185K | Buy |
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $93K | Sell |
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|
2022
Q4 | $96K | Sell |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $85K | Buy |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $8K | Buy |
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|
2017
Q3 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
|